Scenarios
Refunds
General
DASH/ZOHO
Team facts
100

"I am a borrower needing a statement for my payments."

SFB

100

How long until the refund team reaches out to the provider 

3 days 

100

Who is customers bank? 

one of our lenders 

100

Provider calls in needs to make changes to platform what do we need before continuing? 

OTP code 

100

Who is the youngest on the team? 

Riley

200

"My dentist did a botch job on my treatment, cancel my loan now. Where do we start?" 

Refund request


200

Office calls - " How do I process a refund" 

Go to dashboard - press continue- Refund request - enter amount - submit request

200

Who are the regional reps for the northeast region? 

Torrey and Robin 

200

For a FA call what is needed to be verified? 

social - 2 things on the credit file  

200

Who had a cat named vivi 

HANNAH

300

" My mother is a little coo coo and I am her POA" 

We will need to speak with her in order to add you on as a authorized contact 
300

How do ClearChoice/ Nuvia dental implant center process refunds?

Need to go through corporate office 

300

Who are the reps for the southeast region? 

Carlos and Christina 

300

Provider calls in - The e sign button is not available why? 

Unfortunately the borrower does not qualify for the esign option they will need to print the loan documents and sing the papers in office 

300

Who has a dog named Maizee 

Alyssa

400

" My dentist sucks, and I don't want to continue business with them. Transfer my loan to their other office." 

" Unfortunately, we can't transfer a loan from one office to another, at this time we can do a refund if you want to cancel." 

400

What questions do you ask for a refund request? 

  1. Has the provider been notified?
  2. Has any treatment been completed?
  3. Are you canceling for a particular reason?
  4. Are you canceling treatment?
400

Which states have a different minimum loan amount? 

Massachusetts Georgia and Colorado 

400

Provider calls in - How do I add additional funds to an already existing loan? 

 Sorry we can not do this, but our options are new loan, with a new application. Or we can refund existing loan and try to apply again. 

400

Who is originally from Biloxi Mississippi 

Niya

500

" I am a provider and need to change the term of this loan because they want a different term length" 

" Refund or they can pay early without any prepayment penalty" 

500

What do we need for a proof of service? 

showing date, cost, that Proceed Finance funds were deposited to the patient and services rendered (patient ledger) date treatment was completed

500

When is Lisa's birthday? 

September 21st! 
500

Where can I find the new updated payment after a partial refund has been made 

SFB snapshot - in the fico page

500

Whose most favorable anime is no game no life? 

Mitchell